How can I filter to archive only tasks related to high-priority deals?

DryMerge allows you to filter tasks based on their relation to high-priority deals. Specify what defines a high-priority deal, and DryMerge will filter the tasks accordingly.

Can I customize what happens to archived tasks in Coda?

Yes, you can specify what actions to take on archived tasks in Coda, such as moving them to a different section. Provide the details, and DryMerge will configure it.

Which people use this automation? What do they use it for?

Project managers and sales teams use this automation to ensure their workspaces remain organized, allowing them to focus on active projects and tasks.

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Coda + Zoho CRM

Archive Completed Tasks in Coda from Closed Zoho CRM Deals

Keep your Coda workspace clean by archiving tasks once a deal is closed in Zoho CRM. Maintains focus on active work.

Closed Zoho CRM Deal

Triggers when a deal is closed in Zoho CRM.

Archive Completed Tasks

Archives the tasks related to the closed deal in Coda.

See more Coda to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Tasks in Coda from New Zoho CRM Deals

Coda + Zoho CRM

Create Follow-up Tasks in Coda for New Zoho CRM Leads

Coda + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive completed tasks in Coda from closed Zoho CRM deals"

Archive completed tasks in Coda from closed Zoho CRM deals

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Coda + Zoho CRM.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

App details

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.